Tags: Definitions

Roles: Read Only, Members, Authors, Admins


One of the main benefits of using Guru is the ability to find accurate information quickly. With Tags, your team can search for knowledge in a swift, intuitive way.

Utilizing Tags

  1. Tags enhance Guru's search functionality by allowing your team to zero in on highly specific attributes. For example, while on a call, a rep can remain in their workflow and search for case studies by industry (e-commerce, SaaS, etc.) or objections by persona (manager, rep, etc.)

  2. You know your team best! Create Tags that reflect the terminology they're most familiar with, and update them at any time.

  3. Tags aid in accessing and organizing knowledge, especially as new content is added. For example, as you identify a new competitor, adding a "competitor" Tag to its Card ensures that your reps can perform streamlined searches to easily find strategic knowledge on their next call.

  4. Manage your team's Tags (edit, delete, create, or merge tags) in the Tag Manager

How many Tags should I put on a Card?

When it comes to Tags, less is more. While we recommend no more than 4 Tags per Card, it's always best to opt for fewer, more meaningful Tags. This way, you can be sure that searching for information remains simple, uncluttered, and effective.

  • On a Card containing a case study, a great option would be to include Tags that indicate it's a case study in a particular industry and the size of the company. For example:

    Screen Shot 2017-05-30 at 3.04.57 PM.png

  • On a Card listing a FAQ about a certain product, a successful Tag sequence might include the feature the FAQ details, that it's a FAQ, and the product's name, like so:

    Screen Shot 2017-05-30 at 3.05.44 PM.png

To help you get started, we compiled some sample use cases of common Tags:

Example Tags and Categories

SALES

CategoryExample TagsUse
Content Type#blog post #case study #templateTags in this category can be used in tandem with tags on the use case or industry of the company to allow your reps to immediately find and share the resource that is pertinent to the needs of the prospect.
Size#enterprise #midmarket #smallTags in this category represent be the sizes of your different customer segments, so your reps can easily sort customer facing information to ensure that it applies to the size of their prospect.
Industry#technology #healthcare #service #retailTagging Cards by the industry to which they correspond gives your reps more information to work with while culling through knowledge on a call or responding to an objection.
Features/Products#productX #productY #productX2.0Tagging information on the product allows your rep to quickly find the messaging and FAQs on that particular product or feature.
Other Companies#competitor #partnerTags in this Category could be used on all cards that have relevant information on your competitors or partners. The goal being that if someone on your team is looking for details on how you compare to a competitor or work with a partnering company, they could easily search and find it.

SUPPORT

CategoryExample TagsUse
FAQs#supportfaqs #productfaqs #billingfaqsTags within this Category would represent the type of FAQ, so your reps could easily sort through the FAQs without having to worry about billing vs. product FAQs in their searches.
Access#internal #published #unpublishedTags in this category can denote the level of access for information or if a Card's content is available for sharing. External or #unpublished information is not published, but unlike internal information, can be shared publicly with customers. #internal signifies that the information on this Card is not to be shared with the general public, #published vs. denotes information that is already published and publicly available.
Features/Products#productX #productY #productX2.0Tagging information on the product allows your rep to quickly find the messaging and FAQs on that particular product or feature..
Content Type#response #troubleshooting #howto #helpcenterTags in this category can be used in tandem with tags on the product or level of access to allow your reps to immediately find and share the resource that is pertinent to the needs of the customer.